AI INVESTMENT DILIGENCE

Before you sign.

A vendor is pitching you AI. The demo was good. The real questions are what it costs in total, what work it actually removes, and when it pays you back.

For owners and operators being sold a platform they cannot fully evaluate.

Most buyers are not equipped to pressure-test an AI purchase, and that is not a failing. The vendor has run this conversation a thousand times. You are running it once. The gap is not intelligence, it is repetition, and it is the reason good operators sign contracts that never pay back.

What we examine

Six things we examine before any signature.

Every AI purchase gets the same review, in writing, before the contract is signed.

The true cost.

Licenses, implementation, integration, training, and the people time nobody puts in the budget.

What disappears, and what appears.

Which work genuinely goes away, and which new work shows up to run the tool.

Who owns quality.

Who checks the output, and what happens when it is wrong.

Comparable evidence.

Businesses like yours, with results you can verify, not a slide of logos.

Integrations and governance.

How it connects to the systems you already run, and who controls the data.

Downside and exit.

What it costs to leave, and what you keep if you do.

The standard

If it cannot be explained simply, it is not ready to be purchased.

One problemA single expensive thing it fixes, with a baseline you can point at today.
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One resultMore revenue, less cost, or capacity returned. A number that moves.
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One clockA conservative payback date built on your volumes and your margins.
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A decision.A payback that takes longer to explain than that is a hope with a contract attached.
What you get

A written recommendation, and the questions to ask.

  • An evaluation guide built for your deal.

    The questions to put to the vendor, the answer that should satisfy you, and the warning sign that should not. Written in plain language so anyone in the room can use it.

  • A decision scorecard.

    The conditions that must all pass before a purchase is worth making, so the decision rests on evidence rather than on how convincing the demo was.

  • A recommendation you can act on.

    Including what to buy instead when a smaller tool would do the same job for less.

Every review ends in one of three calls
ProceedThe case holds. Sign with the terms that protect you.
Proceed narrowlyA limited pilot, with a date to prove it or stop.
PassSometimes the most valuable answer we give.

In Brief 1, the review ended in a decision not to buy: no one could show what overhead the platform would remove, what it would really cost, or what it would add.

Anonymous Performance Brief
The vendor’s team could not answer them.

An established owner-led business was weighing a data activation platform from a credible company with a substantial client list. Rather than evaluate the product, we built a way to evaluate any product, and handed the owners a set of questions to take into the demonstration.

Read the brief →

GET THE QUESTIONS
BEFORE THE MEETING.

Send us the proposal you are weighing. We will come back with what it will really cost, what it will really change, and whether the return is there.

The decision in front of you
Bring the pitch. You will leave knowing what to ask and what the answers should sound like.
Test your next AI buy